Kyle E. Orlinski

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 09/2016
  Lincoln Financial Advisors
  Severna Park, MD
• 10/2016 → 05/2018
  Lpl Financial Llc
  Severna Park, MD
• 10/2016 → 05/2018
  Integrated Wealth Concepts Llc
  Severna Park, MD
• 06/2018 → 02/2021
  Bb&T Securities, Llc
  Easton, MD
• 06/2018 → 02/2021
  Bb&T Investments
  Easton, MD
• 02/2021 → 07/2021
  Truist Investment Services, Inc.
  Princess Anne, MD
• 02/2021 → 07/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 07/2021 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Easton, MD
• 10/2021 → 06/2022
  Bank Of America, N.A.
  Easton, MD
• 06/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Grasonville, MD
• 2021-07-30 → 2022-06-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Easton, MD
• 2021-02-17 → 2021-08-04
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2018-06-05 → 2021-02-17
  Bb&T Securities, Llc
  Chestertown, MD
  Charlotte, NC
  Severna Park, MD
  Easton, MD
  Centreville, MD
  Cambridge, MD
  Princess Anne, MD
  Salisbury, MD
  Salisbury, MD
  Salisbury, MD
  Berlin, MD
  Greensboro, MD
  Richmond, VA
• 2016-10-21 → 2018-06-15
  Integrated Wealth Concepts Llc
  Severna Park, MD
• 2015-09-11 → 2016-10-28
  Osaic Fa, Inc.
  Severna Park, MD

Exams

• S66 Uniform Combined State Law Examination
  2015-08-17

Other Names

• Kyle Edward Orlinski
• Kyle Orlinski